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FISV

Fiserv Inc

1,394 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 415 increasing their positions, 668 reducing their positions, and 516 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $725M

0.73% less ownership

Funds ownership: 88.6%87.87% (-0.73%)

19% less funds holding

Funds holding: 1,7311,394 (-337)

38% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 668

48% less capital invested

Capital invested by funds: $62.1B → $32.1B (-$29.9B)

56% less funds holding in top 10

Funds holding in top 10: 3616 (-20)

58% less first-time investments, than exits

New positions opened: 217 | Existing positions closed: 516

Holders
1,394
Holders Change
-337
Holders Change %
-19.47%
% of All Funds
16.96%
Holding in Top 10
16
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-55.56%
% of All Funds
0.19%
New
217
Increased
415
Reduced
668
Closed
516
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1076
Chemistry Wealth Management
New York
$209K +$260K +3,111 New
Empower Advisory Group
1077
Empower Advisory Group
Colorado
$209K -$318K -3,798 -55%
RFA
1078
Register Financial Advisors
Georgia
$208K -$326K -3,900 -56%
IF
1079
Intrua Financial
Texas
$208K -$5.02K -60 -2%
RP
1080
Riverbridge Partners
Minnesota
$207K
CCFCSB
1081
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
ACI
1082
Alpha Cubed Investments
California
$206K -$108K -1,296 -30%
C
1083
Certuity
Florida
$205K +$256K +3,059 New
FPAS
1084
Focus Partners Advisor Solutions
Missouri
$204K +$22.8K +272 +10%
JWM
1085
JGP Wealth Management
Oregon
$204K -$454K -5,420 -64%
TTWM
1086
TCV Trust & Wealth Management
Virginia
$203K -$14.7K -175 -5%
WHC
1087
Wulff, Hansen & Co
California
$203K +$252K +3,015 New
CWA
1088
Clarity Wealth Advisors
California
$202K +$252K +3,010 New
EP
1089
EPIQ Partners
Minnesota
$202K
CAMG
1090
CWA Asset Management Group
Florida
$202K -$333K -3,981 -57%
PA
1091
Promethium Advisors
Maryland
$202K -$138K -1,650 -35%
NS
1092
Northland Securities
Minnesota
$202K +$251K +3,000 New
VVP
1093
Venture Visionary Partners
Ohio
$201K -$81.5K -974 -25%
PFBT
1094
Parkside Financial Bank & Trust
Missouri
$200K -$88.1K -1,052 -26%
NRG
1095
Nemes Rush Group
Michigan
$198K -$652K -7,784 -72%
LFG
1096
Larson Financial Group
Missouri
$196K +$5.44K +65 +2%
CAM
1097
Close Asset Management
United Kingdom
$196K -$19.9M -238,209 -99%
VCM
1098
Versant Capital Management
Arizona
$186K +$182K +2,174 +362%
SC
1099
Steph & Co
Wisconsin
$172K +$202K +2,408 +1,534%
CF
1100
Centaurus Financial
California
$171K -$153K -1,828 -42%